Tax-client onboarding
Capture profile, NTN status, income sources, filing history, business activity and tax period.
For tax lawyers, accountants and advisory firms
From client onboarding to filing preparation, deadlines and payment follow-up.
A supervised tax and corporate-compliance operating assistant for document collection, CRM, deadline control and revenue-cycle management.
Core capabilities
Configured for the work that matters.
Document collection
Request CNIC, company records, bank statements, withholding certificates and prior returns.
Compliance calendar
Track filing, payment, renewal and internal-review deadlines with recurring reminders.
Tax and compliance CRM
Move clients from inquiry through documents, preparation, review, filing and payment.
Revenue-cycle management
Track quotations, advances, balances, overdue reminders and monthly revenue.
Business-law workflows
Support company-registration checklists, shareholder records, contracts and annual compliance.
Professional review: Stephanie supports preparation and workflow management. Tax positions, legal opinions and final submissions require professional review.
Operating workflow
From request to controlled execution.
- 1
Client profile is created
- 2
The right checklist and deadlines are generated
- 3
Documents and payments are tracked
- 4
Professional reviews and approves the final submission
Deploy the practical foundation.
- Client onboarding and CRM
- Document requests and reminders
- Deadline calendars and payment tracking
- Professional-review checkpoints
Expand as the operation matures.
- Controlled browser automation for approved portals
- Expanded compliance templates
- Management reporting
- Integration with accounting and document systems
Packages
The same clear pricing across every Stephanie product.
Basic
PKR 27,900/month
For solo professionals, small practices and initial pilots.
- One Stephanie product
- One WhatsApp number
- One admin user
- Up to 3 configured workflows
- Basic CRM, scheduling and tasks
- Standard onboarding
- Monthly workflow review
- Email support
Advanced
PKR 84,900/month
For growing firms, partners and serious owner-led businesses.
- Everything in Basic
- Up to 3 users
- Up to 8 configured workflows
- Gmail and Calendar integration
- Advanced CRM stages
- Document processing and reports
- Revenue-cycle workflows
- Approval and audit flows
- PA Lite option
- Priority support
Enterprise
PKR 479,900/month
For high-volume, custom and multi-department deployments.
- Everything in Advanced
- Broader user and workflow configuration
- Full PA option
- Private business knowledge base
- Custom integrations and webhooks
- Management dashboards
- Advanced reports
- White-label experience
- Dedicated onboarding
- Priority optimization
Meta WhatsApp messaging fees and third-party API charges are separate. Enterprise scope is confirmed after a workflow audit.
Product FAQ
Questions about Stephanie TaxOps & Corporate Compliance.
Final submissions require professional review. Controlled portal automation may be configured where technically feasible and approved.
Yes. Service quotations, advances, balances and follow-up reminders can form part of the revenue-cycle workflow.
It can manage checklists, documents, status and client communication for approved corporate workflows.
Design your operating workflow
See how Stephanie TaxOps & Corporate Compliance would work in your business.
We will map the process, identify quick wins and recommend the right package.